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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,322 | $71,208+18.4% | $93,681-10.0% | $80,911+4.2% |
| Participation rate | 0.0% | 60.4%-60.4pp | 68.7%-68.7pp | 67.6%-67.6pp |
| Annual return | 8.00% | 11.27%-3.3pp | 133.47%-125.5pp | 35.63%-27.6pp |
| Employer contribution / active EE | $1,248 | $1,564-20.2% | $2,422-48.5% | $2,756-54.7% |
| Participant deferral / active EE | $3,196 | $4,035-20.8% | $4,415-27.6% | $4,297-25.6% |
| Admin fee / account holder | $2,282 | $6,951-67.2% | $8,290-72.5% | $6,935-67.1% |